Major Asset Classes October 2021 Performance Review

Nov 1, 2021

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US actual property funding trusts (REITs) and shares posted the strongest returns for the main asset lessons in October—by vast margins.

US REITs surged 7.7% final month, reversing September’s sharp decline. The restoration places American property shares within the lead for 2021 with a 23.5% complete return, albeit simply fractionally forward of commodities.

US shares had been a detailed second in October. American equities rose 6.8%, based mostly on the Russell 3000 Index. Yr-to-date, US shares are up a powerful 22.8%.

Overseas bonds had been the losers in October. The deepest setback was in emerging-markets authorities bonds, which fell 1.4%—the worst performer for the main asset lessons final month.

US bonds, in contrast, had been basically flat in October.

Total Returns

Complete Returns

The International Market Index (GMI) rebounded final month. This unmanaged benchmark (maintained by CapitalSpectator.com), which holds all the main asset lessons (besides money) in market-value weights, rallied 4.1%. The advance marks the strongest month-to-month acquire in 11 months for the index. Yr-to-date, GMI is up by a strong 12.5%.

Evaluating GMI to US shares and bonds nonetheless exhibits a powerful middling efficiency over the trailing one-year interval. GMI earned roughly 63% of the acquire posted by US shares over the previous 12 months. US bonds, in contrast, proceed to tread water for the trailing 12-month window.

Wealth Indexes

Indexes

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